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Akers Financial Group
Приєднався 6 січ 2016
Rothification - Never Pay Taxes Again
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms)
Переглядів: 9
Відео
Tips for Those Under 40
Переглядів 414 днів тому
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Election and Medicare Season
Переглядів 8Місяць тому
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Active Money Management
Переглядів 4Місяць тому
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You and Social Security
Переглядів 12 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Brian Akers and Sam Payne discuss Social Security eligibility, benefits, and planning strategies. Social Security can be claimed at age 62, with full benefits at 67 for those born in 1960 or later. Early claims are reduced, while delayed claims increase by 8% annually until age 70. The primary insurance amount is crucial,...
4 Phases of Winning in Retirement
Переглядів 12 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Brian Akers and Alex Monk discuss the four phases of winning in retirement: preparing to win, being ready to win, keeping the win, and maximizing wealth. They emphasize the importance of starting early, building good financial habits, and understanding taxes and insurance. They highlight the need for proper insurance cove...
Estate Planning and much more!
Переглядів 22 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Brian Akers, a Certified Financial Planner, hosts a show discussing estate planning with Kevin Bress, an experienced attorney. They cover the basics of estate planning, including the differences between wills and trusts, and the concept of probate. They delve into the complexities of estate and inheritance taxes, particul...
The Inheritance Talk
Переглядів 23 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Brian Akers and Jeff Akers, Certified Financial Planners, discuss inheritance planning on their radio show "Winning in Retirement." They emphasize the importance of proper estate planning, including naming beneficiaries and setting up trusts. They highlight the concept of "estate flow" to outline where money goes upon dea...
Should you Lower Portfolio Risk?
Переглядів 23 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Brian Akers and Paul Franco discuss the importance of lowering portfolio risk as retirement approaches. They emphasize that as individuals get closer to retirement, they should scale down risk to preserve their money. Paul shares an example of a client who needed to reduce risk due to market performance and upcoming retir...
You've Got Mail! (Before Age 65)
Переглядів 74 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) The show "Winning in Retirement" with Brian Akers and Jeff Akers discusses the financial decisions and changes that occur when turning 65. They emphasize the importance of planning before receiving an influx of mail related to Medicare, Social Security, and other financial matters. Key points include the need for a financ...
Market Volatility
Переглядів 34 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Brian Akers and Alex Monk, along with guest Mark Diorio from Brookstone Capital Management, discuss recent market volatility, attributing it to economic concerns, geopolitical tensions, and a rally in the Japanese yen. They note that the technology sector has been particularly volatile, with a few stocks driving market pe...
Your Important Questions
Переглядів 94 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Brian Akers and Paul Franco discuss the importance of financial planning in retirement. They address common questions such as when to retire, whether one has enough income, tax planning, and investment strategies. They emphasize the need for a comprehensive financial plan tailored to individual circumstances. Akers highli...
2024 Mid-Year Market Review
Переглядів 664 місяці тому
Hear from Brian A. Akers CFP®, Mark DiOrio with Brookstone Capital Management as they give a Mid-Year Market Review!
Generosity, Tithing, Legacy
4 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Jeff and Brian Akers discuss charitable giving and retirement planning, emphasizing the importance of prioritizing one's time and money, understanding tax implications, and giving back to the community. They share strategies for maximizing charitable deductions, aligning financial decisions with values, and leveraging ret...
Never Pay Taxes Again
Переглядів 74 місяці тому
Send us a text (www.buzzsprout.com/twilio/text_messages/1382656/open_sms) Brian and Jeff discuss tax planning strategies for retirement, including Roth IRA conversions, tax bracket management, and inherited IRAs. They emphasize the importance of understanding tax law to minimize taxes and make retirement savings last longer. They also discuss the benefits of contributing to and converting to Ro...
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